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Compass Wealth Management’s JPMorgan Chase JPM Stock Holding History

Compass Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Buy
37,070
+82
+0.2% +$25.5K 2.3% 7
2026
Q1 		$10.9M Sell
36,988
-2,563
-6% -$778K 2.69% 7
2025
Q4 		$12.7M Sell
39,551
-1,426
-3% -$441K 3.18% 4
2025
Q3 		$12.9M Sell
40,977
-1,190
-3% -$354K 2.89% 3
2025
Q2 		$12.2M Buy
42,167
+71
+0.2% +$18.1K 2.91% 3
2025
Q1 		$10.3M Sell
42,096
-2,854
-6% -$728K 2.63% 3
2024
Q4 		$10.8M Sell
44,950
-4,609
-9% -$1.07M 2.6% 3
2024
Q3 		$10.5M Sell
49,559
-2,307
-4% -$486K 2.46% 3
2024
Q2 		$10.5M Sell
51,866
-366
-0.7% -$71.6K 2.59% 4
2024
Q1 		$10.5M Sell
52,232
-1,247
-2% -$225K 2.62% 3
2023
Q4 		$9.1M Sell
53,479
-727
-1% -$110K 2.54% 3
2023
Q3 		$7.86M Sell
54,206
-601
-1% -$90.1K 2.47% 3
2023
Q2 		$7.97M Buy
54,807
+180
+0.3% +$24.8K 2.41% 3
2023
Q1 		$7.12M Sell
54,627
-120
-0.2% -$16.4K 2.26% 3
2022
Q4 		$7.34M Buy
+54,747
New +$6.94M 2.41% 4

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Compass Wealth Management's JPM Position: Q2 2026 in Review

Compass Wealth Management increased its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, buying an estimated $25.5K and bringing the position to 37,070 shares worth $12.1M. The position accounts for 2.3% of the portfolio, ranked #7.

Compass Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q3 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Compass Wealth Management held 37,070 shares of JPMorgan Chase worth $12.1M as of Q2 2026.
  • Compass Wealth Management bought 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
  • JPMorgan Chase made up 2.3% of Compass Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Compass Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's JPMorgan Chase position peaked at $12.9M in Q3 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.